Laurels

Best Financial Advisors in Rochester Hills
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Rochester Hills Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 33 26 16

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

lifeplanfinancialgroup.com

  • Certified Financial Planner (CFP)

LifePlan Financial Advisory Group is a firm that assists individuals with managing their finances in the Rochester Hills metro. To help clients grow their assets and achieve their goals, it offers financial planning and investment management services. Focused on navigating the challenges in the financial markets, the team behind LifePlan Financial Advisory Group provides guidance as an accountability partner and coach. As a testament to its expertise and industry knowledge, the company is a part of the Certified Financial Planner community.

1055 E South Boulevard Suite 230
Rochester Hills, MI 48307

Website

Melone Private Wealth

  • Certified Financial Planner (CFP)

Melone Private Wealth assists clients in Rochester Hills. Individuals and families can get help with managing their finances for current and future needs. Its team advises people on budgeting, insurance policies, and tax planning. The company also provides retirement and estate planning services, along with helping clients with investment portfolios that meet their goals and suit their risk tolerance. Managing member Lou Melone is a Certified Financial Planner with more than 25 years of experience in financial services.

3121 University Drive Suite 180
Auburn Hills, MI 48326

Website

paccapitalmanagement.com

  • Certified Financial Planner (CFP)

PAC Capital Management, Inc., offers financial services in the Rochester Hills area. Its advisors help individuals and families meet their short-term and long-term goals through financial planning. They assist in organizing budgets, choosing insurance policies, and setting up estates to ensure that clients' wealth goes to rightful beneficiaries. The company also partners with clients in managing their taxes and selecting investments that meet their future financial needs. Company president Peter Ciavaglia is a Certified Financial Planner and Chartered Financial Consultant.

2546 South Rochester Road
Rochester Hills, MI 48307

Website

The Athena Financial Group

  • Certified Financial Planner (CFP)

Founded in 2004, The Athena Financial Group is a female-owned firm that serves clients in Rochester Hills. It provides financial planning services from gathering information about clients' finances, analyzing financial tools, strategizing a plan, to monitoring. Its team of professionals helps clients focus on their goals, plan all stages of their lives, and pay for the services they need. Diane Young, the founder and president of the company, is a current member of Michigan's Women Foundation and gave workshops for Kraft Foods and Mariott Corp.

705 Barclay Circle
Rochester Hills, MI 48307

Website

Total Financial Guide Advisors

  • Certified Financial Planner (CFP)

Total Financial Guide Advisors helps clients in the Rochester Hills area. Individuals and families can consult the firm about organizing their finances for current and future expenses. The firm helps create a financial plan that includes cash flow management, insurance policy selection, and estate planning. Its team also advises clients on settling their taxes and creating investment portfolios to finance their long-term goals. Company owner George Barnhart served as chair of the Financial Planning Association of Michigan.

3121 University Drive Suite 100
Auburn Hills, MI 48326

Website

Vigilant Financial Services

Vigilant Financial Services assists individuals in Rochester Hills in organizing finances and wealth. The company guides clients in growing their money by advising them about investment products like bonds, common stocks, IRAs, and treasury bills. Its advisors work with clients in planning their retirement, tax dues, estate, and college funding. They also provide risk management assistance by offering life insurance products. The financial planner at the company, Chuck Snyder, holds several certifications like Certified Tax Specialist and Certified Income Specialist.

155 Romeo Rd., Suite 700
Rochester, MI 48307

Website

Wiklund & Bond Financial Services, Inc

  • Retirement Planning

Wiklund & Bond Financial Services, Inc., provides wealth management advice to individuals residing in Rochester Hills. The company counsels its customers on where to invest their savings and how to minimize their tax liabilities within legal parameters. The firm assesses a client's goals, and the resulting plan is adjusted as situations change due to contingencies such as marriage or divorce. Senior Partner Craig M. Wiklund has 30 years of experience in asset management. In his free time, he serves in the community's church.

3069 University Dr. Suite 200
Auburn Hills, MI 48326

Website